Mutiny Investing Podcast cover image

45. Robert Mullin: Commodities with Carry and Convexity

Mutiny Investing Podcast

CHAPTER

The Relationship Between Commodity Trend Followers and ETFs

Single name equities like you can get broader exposure to things like lithium rare earths um access to Canadian timber markets. The nuance or the trade off is that now you're getting access to those natural resources but now you have a government so governance overlay we have to pick the right company. So for us that's the way that we use any end and our my specialty has always been analyzing companies.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner